Proven Global Investment Research & Advisory

Shaping Your Conviction Since 1949.

For 75 years, BCA Research has been the leading independent provider of global investment research.

We deliver the essential macro insights that drive investment decisions for the world’s top professionals through leading-edge analysis and forecasts.

Global Macro

Regional Analysis

Asset Class

Global Investment Strategy

Independent macro and cross-asset insight, led by Peter Berezin, connecting macroeconomic and...

GeoMacro Strategy

The first investment framework integrating macroeconomics and geopolitics, led by Marko Papic,...

Private Markets & Alternatives

Empirical analysis and expert advice on the most complex asset classes.

Global Asset Allocation

Portfolio construction service, advising CIOs and asset allocation teams on the optimum way to...

Geopolitical Strategy

The industry’s leading geopolitical research, led by Matt Gertken, translating global political...

Daily Insights

Stay on top of market events and BCA's latest ideas, with high value, timely insights delivered to...

Counterpoint

A global macro strategy which uniquely synthesizes macroeconomics with psychology, behavioural...

The Bank Credit Analyst

Covers developments in the US and global economy, with a focus on inflation, debt, and policy...

BCA Live & Unfiltered

Emerging Markets Strategy

A differentiated macro perspective on emerging markets, led by Arthur Budaghyan, combining global...

US Investment Strategy

Continuously monitors the evolution of the business cycle, credit cycle and monetary policy to...

China Investment Strategy

Evaluates both the cyclical trends and structural developments of China's economy, to provide...

European Investment Strategy

In-depth analysis of Europe and its place within the global economy, applying unique macroeconomic...

US Political Strategy

Combines BCA’s macroeconomic and geopolitical expertise to focus on the market-relevant policies...

US Bond Strategy

Provides asset allocation recommendations to optimize your US bond portfolio, given the different...

Commodity & Energy Strategy

Top-down global-macro framework with bottom-up fundamental analysis of major commodities.

Foreign Exchange Strategy

Our premier currency service provides both tactical and strategic recommendations, with actionable...

US Equity Strategy

Unique sector and style allocation framework that blends macroeconomic, fundamental, and technical...

Global Fixed Income Strategy

Our premier service on the direction of interest rates and overall debt market dynamics.

See a sample of the content we offer to our subscribers:

Our research-driven approach has helped clients navigate every major market cycle, from the post-war boom to the digital age disruptions. Our time-tested investment frameworks, out-of-the-box thinking, and culture of internal debates enable us to see around corners.

75+ Years of Market-Leading Investment Calls

Our research-driven approach has helped clients navigate every major market cycle, from the post-war boom to the digital age disruptions. Our time-tested investment frameworks, out-of-the-box thinking, and culture of internal debates enable us to see around corners. Our reputation is built on both recognition in the industry and a history of accurate, actionable calls. Notable Track Record and Predictions:

Nov 2024